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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+12.02%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$64.6B
AUM Growth
+$5.95B
Cap. Flow
+$299M
Cap. Flow %
0.46%
Top 10 Hldgs %
11.91%
Holding
4,318
New
702
Increased
1,590
Reduced
1,355
Closed
633

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$653M
2
AMZN icon
Amazon
AMZN
+$602M
3
XOM icon
ExxonMobil
XOM
+$473M
4
TSLA icon
Tesla
TSLA
+$437M
5
SBUX icon
Starbucks
SBUX
+$380M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$511M
2
NFLX icon
Netflix
NFLX
+$427M
3
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$397M
4
NKE icon
Nike
NKE
+$373M
5
MSFT icon
Microsoft
MSFT
+$365M

Sector Composition

Rank Sector Weight
1 Technology 19.68%
2 Healthcare 17.69%
3 Consumer Discretionary 13.09%
4 Industrials 7.96%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICPT
4276
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
– –
-825,800
Closed -$15.3M
TWNK
4277
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
– –
-1,136,410
Closed -$37.9M
TRHC
4278
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
– –
-153,000
Closed -$1.58M
DEN
4279
DELISTED
Denbury Inc.
DEN
– –
-19,500
Closed -$1.91M
CANO
4280
DELISTED
Cano Health, Inc.
CANO
– –
-2,571
Closed -$65K
MDNA
4281
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
– –
-85,113
Closed -$25K
PXMD
4282
DELISTED
PaxMedica, Inc. Common Stock
PXMD
– –
-5,712
Closed -$28K
FRGI
4283
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
– –
-191,800
Closed -$1.62M
LTRPA
4284
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
– –
-638,322
Closed -$312K
EGLX
4285
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
– –
-60,300
Closed -$20K
AKU
4286
DELISTED
Akumin Inc
AKU
– –
-100,200
Closed -$15K
SCPL
4287
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
– –
-1,046,500
Closed -$23.8M
RVLP
4288
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
– –
-1,079,515
Closed -$93K
HCCI
4289
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
– –
-145,100
Closed -$6.58M
ELYS
4290
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
– –
-59,800
Closed -$29K
THRN
4291
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
– –
-27,800
Closed -$283K
RAD
4292
DELISTED
Rite Aid Corporation
RAD
– –
-722,600
Closed -$324K
ZYNE
4293
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
– –
-605,700
Closed -$772K
NATI
4294
DELISTED
National Instruments Corp
NATI
– –
-478,266
Closed -$28.5M
SDC
4295
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
– –
-139,212
Closed -$58K
CELL
4296
DELISTED
PhenomeX Inc. Common Stock
CELL
– –
-1,069,428
Closed -$1.07M
OTMO
4297
DELISTED
Otonomo Technologies Ltd. Ordinary shares
OTMO
– –
-17,014
Closed -$68K
SFT
4298
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
– –
-140,172
Closed -$224K
UPH
4299
DELISTED
UpHealth, Inc.
UPH
– –
-66,556
Closed -$65K
SECO
4300
DELISTED
Secoo Holding Limited ADR
SECO
– –
-14,300
Closed -$5K
169 170 171
172
173

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Jim Simons's Q4 2023 Portfolio in Review

As of Q4 2023, Jim Simons held 4,318 positions worth $64.6B, up 10% from $58.7B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2023 filing shows 702 new, 1,590 increased, 1,355 reduced and 633 closed positions. Its largest new stake was Amazon: 4,296,466 shares worth $653M. The largest sale was Berkshire Hathaway Class A, an estimated $511M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q4 2023 buy was Amazon: 4,296,466 shares worth $653M.
  • Jim Simons added most to Meta Platforms (Facebook) in Q4 2023, an estimated $653M increase.
  • Jim Simons's biggest Q4 2023 reduction was Berkshire Hathaway Class A, cutting an estimated $511M.
  • Jim Simons fully exited Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2023, selling an estimated $397M.
  • Jim Simons's ten largest holdings make up 12% of its $64.6B portfolio in Q4 2023.
  • Jim Simons opened 702 new positions and closed 633 in Q4 2023.
  • Jim Simons's portfolio value rose 10% quarter-over-quarter to $64.6B.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.